THE GULF BEACH GARDEN CLUB INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE GULF BEACH GARDEN CLUB INC (EIN 59-1997183)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-15
- IRS object ID
- 202611969349100616
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-15T12:13:43-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 884118972 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TYSON ELMORE CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1138 JENKS AVE | AddressLine1Txt |
| City | PANAMA CITY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591997183 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GULF BEACH GARDEN CLUB INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GULF | BusinessNameControlTxt |
| Phone | 4043570633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 LE GRAND DR | AddressLine1Txt |
| City | PANAMA CITY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 324131340 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA SCHLOSSER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4043570633 | PhoneNum |
| Signature | 2026-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TYSON ELMORE CPA | PreparerPersonNm |
| PTIN | P00784994 | PTIN |
| Phone | 8502157028 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $562,003 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,772 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,741 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,741 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,752 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,752 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,765 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $313,292 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,765 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,867 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,867 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $50,897 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,258 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,867 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,040 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,040 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $285 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $464 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,972 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,261 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,540 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,480 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,741 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,540 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,480 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,156 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,718 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,867 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,929 | CashBOYAmt |
| Cash EOY | $3,875 | CashEOYAmt |
| Cash EOYFMV | $3,875 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $118,730 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $117,464 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $117,464 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $407,558 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $439,034 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $440,664 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $539,217 | TotalAssetsBOYAmt |
| Total Assets EOY | $560,373 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $562,003 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $539,217 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $560,373 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $539,217 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $560,373 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $539,217 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $560,373 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $539,217 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,156 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $560,373 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $560,373 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PRIMERICA | 2025-01-01 | 2025-12-31 | $102,635 | $94,845 | $7,790 | $7,790 |
| PRIMERICA | 2024-01-01 | 2025-12-31 | $210,657 | $187,682 | $22,975 | $22,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,765 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $594 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $594 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $594 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $609 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | GULFBEACHGARDENCLUB.COM | WebsiteAddressTxt |
| Individual With Books | ROBYN SPEAKMAN | IndividualWithBooksNm |
| Phone | 2052222195 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 LE GRAND DR | AddressLine1Txt |
| City | PANAMA CITY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 324131340 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONNA SCHLOSSER | ||||||||
| 204 LE GRAND DRIVE | PANAMA CITY BEACH | FL | 32413 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| AMY MIKOVEC | ||||||||
| 8226 LYDIA LANE | PANAMA CITY BEACH | FL | 32408 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| CAROL LYNN | ||||||||
| 222015 SUNNYSIDE LANE | PANAMA CITY BEACH | FL | 32413 | 2ND VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| SONY EDWARDS | ||||||||
| 22018 SUNNYSIDE LANE | PANAMA CITY BEACH | FL | 32413 | 2ND VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ARLENE KLAAS | ||||||||
| 334 BASIN BAYOU DRIVE | PANAMA CITY BEACH | FL | 32407 | 2ND VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| CAROL KIPER | ||||||||
| 317 MOONLIGHT BAY DRIVE | PANAMA CITY BEACH | FL | 32407 | 3RD VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| BECKY COX | ||||||||
| 240 CHRISTMAS TREE LANE | PANAMA CITY BEACH | FL | 32413 | RECORDING SECRETARY | 0.00 | $0 | $0 | $0 |
| JANET TETTEMER | ||||||||
| 172 CRANE STREET | PANAMA CITY BEACH | FL | 32413 | ASSISTANT SECRETARY | 0.00 | $0 | $0 | $0 |
| ROBYN SPEAKMAN | ||||||||
| 220 LE GRAND DRIVE | PANAMA CITY BEACH | FL | 32413 | TREASURER | 0.00 | $0 | $0 | $0 |
| DONNA WENSINK | ||||||||
| 8376 FINS UP COURT | PANAMA CITY BEACH | FL | 32413 | MEMBERSHIP SECRETARY | 0.00 | $0 | $0 | $0 |
| JIM WENSINK | ||||||||
| 8376 FINS UP COURT | PANAMA CITY BEACH | FL | 32413 | PARLIAMENTARIAN | 0.00 | $0 | $0 | $0 |
| CANDY MITCHELL | ||||||||
| 16411 CASTILE AVENUE | PANAMA CITY BEACH | FL | 32413 | HISTORIAN | 0.00 | $0 | $0 | $0 |
| JODI ASBELL | ||||||||
| 21526 SUNSET AVENUE | PANAMA CITY BEACH | FL | 32413 | CHAPLAIN | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDE GARDEN WORK AT THE PANAMA CITY BEACH SENIOR SERVICE FOUNDATION TO PROMOTE APPRECIATION OF GARDENING | Description1Txt |
| Expenses1 | $3,124 | Expenses1Amt |
| Description2 | PROMOTE HORTICULTURE PROGRAMS BY SUPPORTING THE FLORIDA FEDERATION OF GARDEN CLUBS WEKIVA YOUTH CAMP FUND | Description2Txt |
| Expenses2 | $1,220 | Expenses2Amt |
| Description3 | PROVIDE GARDENING SERVICES FOR HABITAT FOR HUMANITY BAY COUNTY FLORIDA TO PROMOTE APPRECIATION OF HOME GARDENING | Description3Txt |
| Expenses3 | $2,673 | Expenses3Amt |
| Description4 | PROVIDE SCHOLARSHIPS TO UNIVERSITY OF FLORIDA STUDENTS | Description4Txt |
| Expenses4 | $9,450 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $429,526 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $126,556 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $556,082 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $556,082 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,341 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $547,741 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,387 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,387 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $594 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $594 | TotalTaxAmt |
| Distributable Before Adj | $26,793 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,793 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,793 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,480 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,480 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,793 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,317 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,480 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,317 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,163 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $25,630 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FFGC WEKIVA YOUTH CAMP FUND | ||||||
| 1800 WEKIWA CIRCLE | APOPKA | FL | 32712 | NC | PROVIDE SCHOLARSHIP ASSISTANCE TO YOUTH CAMP ATTENDEES | $1,220 |
| HABITAT FOR HUMANITY BAY COUNTY FLORIDA | ||||||
| 2901 W 17TH STREET | PANAMA CITY | FL | 32405 | NC | PROVIDE FUNDING FOR GARDENING SERVICES | $2,673 |
| PANAMA CITY BEACH SENIOR SERVICES FOUNDATION | ||||||
| 423 LYNDELL LANE | PANAMA CITY BEACH | FL | 32407 | NC | PROVIDE FUNDING FOR GARDENING PROGRAMS | $3,124 |
| PANAMA CITY BEACH TURTLE WATCH | ||||||
| 6509 PALM COURT | PANAMA CITY BEACH | FL | 32408 | NC | PROVIDE SAFE HABITATS FOR NESTING SEA TURTLES | $100 |
| NATIONAL GARDEN CLUB PLANT A TREE | ||||||
| 4401 MAGNOLIA AVENUE | ST LOUIS | MO | 63110 | NC | PROVIDE FUNDING FOR PLANT-A-TREE INITIATIVE | $200 |
| UNIVERSITY OF FLORIDA SCHOLARSHIP FUND | ||||||
| PO BOX 114025 | GAINESVILLE | FL | 32611 | NC | PROVIDE SCHOLARSHIPS TO UNIVERSITY OF FLORIDA STUDENTS | $9,450 |
| FLORIDA PANHANDLE MARINE INSTITUTE | ||||||
| 293 LAIRD CIRCLE | PANAMA CITY BEACH | FL | 32408 | NC | PROVIDE FUNDING FOR RECOVERY AND REHABILITATION OF MARINE MAMMALS AND SEA TURTLES | $100 |
| FLORIDA FEDERATION OF GARDEN CLUBS | ||||||
| 1400 S DENNING DRIVE | WITNER PARK | FL | 32789 | NC | PROVIDE FUNDING FOR SCHOLARSHIPS AND PROGRAMS | $815 |
| THE ARK | ||||||
| 12902 FRONT BEACH ROAD | PANAMA CITY BEACH | FL | 32407 | NC | PROVIDE GARDENING SERVICES FOR TRANSITIONAL HOUSING PROPERTY | $951 |
| WOMEN'S CIVIC CLUB OF PANAMA CITY BEACH | ||||||
| PO BOX 9759 | PANAMA CITY BEACH | FL | 32417 | NC | PROVIDE GARDENING SERVICES TO VARIOUS LOCAL CHARITIES | $53 |
| VETERAN'S MEMORIAL PANAMA CITY BEACH | ||||||
| 600 PIER PARK DRIVE | PANAMA CITY BEACH | FL | 32413 | NC | PROVIDE GARDENING SERVICES TO BEAUTIFY VETERAN MEMORIAL | $77 |
| ADOPT-A-HIGHWAY | ||||||
| 840 W 11TH STREET | PANAMA CITY | FL | 32401 | NC | PROVIDE GARDENING AND CLEAN UP SERVICES TO 1 MILE STRETCH OF FRONT BEACH ROAD | $322 |
| HUMBLE HOUSE MINISTRIES | ||||||
| 7321 JOHN PITTS ROAD | PANAMA CITY | FL | 32404 | NC | PROVIDE GARDENING SERVICES TO TRANSITIONAL HOUSING FACILITY | $395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,480 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,453 | ExclusionAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,741 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,752 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,765 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AWARDS AND ACTIVITIES | Desc |
| Exclusion | 06 | ExclusionCd |
| Exclusion | $414 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,125 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,125 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | REPORTING NOT REQUIRED FOR FLORIDA | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EDWARD JONES | AT COST | $231,300 | $221,277 |
| PRIMERICA | AT COST | $207,734 | $219,387 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES | $665 | $0 | $0 | $0 |
| ADMINISTRATION | $1,991 | $0 | $0 | $0 |
| ACTIVITIES AND PROGRAMS | $2,316 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| AWARDS AND ACTIVITIES | $414 | $414 |
| MEMBERSHIP DUES AND ASSESSMENTS | $1,453 | $1,453 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $3,040 | Amt |
| Net Investment Income | $3,040 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INTERNAL REVENUE SERVICE | CategoryTxt |
| Amt | $285 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |